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cloud-computing: Archive

Shaun Pruitt

Buy the Dip in Oracle Stock After Record Q4 Results?

Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.

ORCLNegative Net Change AMZNPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Shreya Majumder

Western Digital Stock Skyrockets 185% YTD: Is More Growth on the Horizon?

WDC has surged 185% YTD as AI-driven storage demand, pricing gains and a streamlined HDD-focused business fuel growth prospects.

NTAPNegative Net Change WDCPositive Net Change STXPositive Net Change SNDKPositive Net Change SMCIPositive Net Change

Zacks Equity Research

Can Arista's Advanced Networking Platform Meet the Growing AI Demand?

ANET rolls out 7060XE7 Series Ethernet platforms, delivering 1.6 Tbps per port and up to 100 Tbps switching capacity to meet surging AI infrastructure demands.

CSCOPositive Net Change NVDAPositive Net Change ANETPositive Net Change

Zacks Equity Research

Oracle Q4 Earnings Beat Estimates, Cloud Growth Fuels Revenues

ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.

DELLPositive Net Change ORCLNegative Net Change AMATPositive Net Change AEISPositive Net Change

Vasundhara Sawalka

MANH Pushes Deeper Into a Cloud-First Model: Buy or Hold the Stock?

MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.

CRMNegative Net Change SAPNegative Net Change ORCLNegative Net Change MANHNegative Net Change

Vasundhara Sawalka

Microsoft Deepens Agentic AI Push and Collaborations: What's Ahead?

MSFT ramps up agentic AI with KPMG, Atos deals, new Azure Cobalt VMs and Copilot expansion as cloud surges but margins face AI-driven pressure.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACPositive Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change

Supriyo Bose

Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change CLSPositive Net Change SANMPositive Net Change

Shreya Majumder

STX Stock Tops Industry Returns in 3 Months: A Smart Investment Now?

Seagate has surged 119% in three months as AI-driven storage demand boosts growth, margins and earnings outlook, but valuation risks remain.

IBMPositive Net Change WDCPositive Net Change STXPositive Net Change PPositive Net Change

Zacks Equity Research

Rigetti Advances Toward Quantum Advantage With Cepheus Push

RGTI advances its quantum roadmap with a 108-qubit Cepheus system, rising customer adoption and a target of quantum advantage within three years.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change